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Invoices - newUI

List invoices

Invoices can be listed, sorted, filtered, columns displaced or displayed. A full text search is available on top.

From there you can:

  • Create an invoice or credit note

  • Export the displayed list

  • Clicking on a line brings to the invoice.

  • End of line actions allows to

    • Download PDF

    • Duplicate invoice

    • Adjust invoice

    • Resend by email

Invoices prefixed with an orange triangle image-20250224-130622.png are Draft without numbering, but displays a temporary number. Those without number still have no lines (just created manually)

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View invoice

The invoice view shows several actions:

  • Duplicate or Reject under the Actions button

  • Create a credit note

  • Download PDF

Several tabs are displayed:

  • Invoice information

  • Invoice details

  • Extended information

  • PDF view

Invoice general information

This view shows all the invoice economics and high levels of the different roles related to the invoice.

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The right hand pannel gives the status and links to other informations. such as invoice status, payment status, dunning status and VAT status.

image-20250224-130851.png

In the details section, the invoice lines are displayed and can be downloaded:

image-20250122-165437.png

Transactions - Payments and Related documents

Here are displayed the customer’s financial transactions with their statuses.

Two tabs are presents:

  • Payments

  • Related documents (Credit note, security deposit…)

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image-20250224-131300.png

The possible extended information is present if Custom Fields have been defined on the Orders. It is always followed by the activity log.

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Invoice details information

This tab presents the incvoice details if any:

  • Related subscription

  • Related order

  • Certificate of uncollectibility number

And then the invoice level discounts applied if any.

image-20250122-165539.png

A more detailed view of applied taxes is displayed.

image-20250122-165553.png


Extended informations

This view shows extra fields that can be set on the invoice.

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PDF View

This view shows the live PDF

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Invoice statuses

When created manually ot through the billing process

  • new NEW: invoice entity has been created but incomplete

  • draft DRAFT: invoice is complete but not validated. It can be edited.

  • SUSPECT SUSPECT: invoice has been marked as suspect by automatic controls (this status doesn’t block automatic generation)

  • REJECTED REJECTED : invoice has been rejected by automatic controls (this status block automatic generation)

  • CANCELED CANCELED: invoice has been canceled (all related rated transactions are released. This is a final status)

  • VALIDATED VALIDATED: invoice is validated and cannot be edited anymore (this a final status)

After validation:

  • PENDING PENDING: AO created, due date is still in the future (this status is not used by standard but it may be interesting. Status can be updated by API : PUT https://{host}/opencell/api/rest/v2/generic/, updated invoice id)

  • PENDING_PLAN PENDING_PLAN: Invoice payment has been made part of a payment plan. Payment plan in progress.

  • PAID PAID : invoice paid

  • PART PAID PPAID: invoice partially paid

  • UNPAID UNPAID: invoice is unpaid (due date is in the past). to change payment status to unpaid, it is necessary to configure updateUnpaidInvoiceStatus Job.

  • ABANDONED ABANDONED: payment is abandoned (matched with write-off AO)

  • REFUNDED REFUNDED : payment for invoice has been reimbursed

  • DISPUTED DISPUTED: invoice is in litigation